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The role represents the responsibilities a person or company has over an asset.

Add a new role

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Type” menu under “Lists”.
  4. Select the “Role” menu.
  5. Select “Add” to add a role.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the type of role.  
      • The system will not allow roles with duplicate names.
    • Description: Enter a description of the role.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Manage roles

  1. Locate the role record.
  2. To the right of each record, under the Actions menu, you may:
    • Edit the role.
    • Download the role definition for import into another database.
    • Delete the role. You may delete roles only when they are not in use at any record.
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